Public Knowledge Base

Workforce Platform Process Guides

Step-by-step playbooks for onboarding, role governance, employee/device management, and reporting.

Organization Onboarding

How to sign up a tenant, create the first OrgAdmin, and verify initial setup.

How role-based access works and how to assign users to correct privilege levels.

Create employees, import in bulk, and assign or unassign devices safely.

Configure work settings, capture entries, and manage verification workflows.

Generate report views, filter data, and audit export history.